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Entrepreneurs

Entrepreneurs: build and pass on your business with serenity

Entrepreneurship means taking on challenges and building for the future. Whether you're looking to optimise or pass on your business, or simply concentrate on your professional and personal life, we are here to help.

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Professional aspects

The importance of occupational pension provision


As an entrepreneur, you are the driving force of your business. Our pension solutions give you the peace of mind you need to devote yourself fully to your core business. Pension solutions, in particular the pension fund, are fundamental for ensuring financial stability and anticipating the unexpected. The pension fund enables you to build up robust savings for retirement, protect yourself in case of accidents or illness, and provide for your loved ones. The pension fund is also an important part of your company's employment policy. Today, pension funds have become an added value when it comes to attracting and retaining talent.

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Occupational pension benefits

Occupational pension provision is the key to boosting your business. Discover our offers and our advice on how to make your pension provision your strength.

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Personal aspects

A personalised pension analysis will help you plan your financial future

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    Protection in case of disability or accidents

    Accidents and illness can happen at any time and may jeopardise your business. Our pension solutions offer you comprehensive protection, ensuring a continuous income even in the event of for the inability to work. Protect your business and your quality of life, whatever happens.

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    Optimisation of your retirement

    Investing ina suitable pension fund is essential to maintaining your standard of living in retirement. We can help you choose the best options to maximise your contributions and take full advantage of the tax benefits of the 2nd pillar. Prepare for your future serenely with well-structured retirement savings.

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    Financial security for your loved ones

    Ensuring your family's future is a priority. Our pension solutions include cover that guarantees a lump sum for your loved ones in the event of your death. So you can continue to provide financial protection for those who mean the most to you.

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Pension analysis

A pension assessment gives you a complete overview of your future financial situation, so you can take control of your future and protect your household.

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Succession-planning for business

Transmitting a business is a crucial stage in the life of a company, and one that requires meticulous preparation. Passing on a business not only ensures its long-term future, but also preserves the jobs and expertise it has built up over the years. This transition needs to be addressed with care and vision. Your foresight also includes the price you will receive from the sale of your company. Good tax planning will enable you to maximise the profits.

Converting a sole proprietorship into a legal entity is a real turning point for any company seeking growth and longevity. The process offers many advantages in terms of limited liability, access to finance and maximising the gain from the sale of your business. It's a strategic move that requires careful thought and the right support to ensure a smooth transition.

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Take control of your tax situation

Optimise your tax situation. Find out how our tailor-made solutions can benefit your wealth and your financial future.

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We cover a wide range of themes to help you achieve your wealth management objectives.

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Real estate

  • Should I buy an investment property privately or through a property company?
  • How can I finance the purchase of a property?
  • What are the tax advantages of investing in property?
  • How should I assess the profitability of a property investment?

  • How can I keep my property when I retire?

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Retirement

  • When can I plan to retire?
  • What is my company worth?
  • What will my income be when I retire?
  • Should I register with a pension fund to build up additional retirement capital?
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Taxation

  • How can I optimise my tax situation as an entrepreneur?
  • What are the best strategies for reducing my company's tax burden?
  • How can I improve my tax situation and that of my company by opting for a tailor-made BVG plan?
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Wealth Management

  • How can I diversify my investments to reduce risk?
  • Which financial products are best suited to me as an entrepreneur?
  • How can I plan the transfer of my wealth?

What's your life plan?

Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.

  • Choose my life project...
  • Portfolio management
  • Taxes
  • Legacy
  • Property project
  • Marriage and cohabitation
  • Divorce
  • My career and my pension
  • Retirement
  • Estate
  • Family
  • Entrepreneurship

    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Management mandates

    • Advisory mandates

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

Contact us

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A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

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Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Wealth advice Pension planning
Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

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Webinars & events

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Webinars & events

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All webinars & events

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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